Triumph Capital Management
EVTC icon

Triumph Capital Management’s Evertec EVTC Stock Holding History

Triumph Capital Management’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$647 Hold
24
– – ﹤0.01% 1754
2026
Q2 		$667 Hold
24
– – ﹤0.01% 1703
2026
Q1 		$677 Hold
24
– – ﹤0.01% 1671
2025
Q4 		$698 Buy
+24
New +$713 ﹤0.01% 1612

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Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Triumph Capital Management's EVTC Position: Q3 2026 in Review

Triumph Capital Management held its Evertec (EVTC) position steady in Q3 2026 at 24 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Triumph Capital Management first reported a position in EVTC in Q4 2025 and has held it in 4 quarters since. The position peaked at $698 in Q4 2025. 129 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Triumph Capital Management held 24 shares of Evertec worth $647 as of Q3 2026.
  • Triumph Capital Management left its Evertec share count unchanged in Q3 2026.
  • Evertec made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1754 holding.
  • Triumph Capital Management first reported a position in Evertec in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Evertec position peaked at $698 in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.